ADVISER MOVES

Melissa Jane’s Merrill Lynch record adds a branch; 2,339 affiliation changes

A registration observation dated November 4, 2026, lists an additional Santa Barbara branch for Melissa Jane at Merrill Lynch. These affiliation records do not establish job moves.

By Maya Chen··1 min read

Melissa Jane’s registration with Merrill Lynch, Pierce, Fenner & Smith Incorporated included a Santa Barbara branch in the November 4, 2026, observation; the earlier observed record listed a San Luis Obispo branch. This is an affiliation-record finding, not evidence of a job move or employment change.

The November 4 observation covered 2,339 affiliation changes: 335 added, 1,946 updated and 58 removed affiliation records. Added, updated and removed describe registration affiliations, not verified hires or departures; a removed affiliation means the registration record no longer shows it.

The same observation listed Halle Elise-Labert Dick with Merrill Lynch, while the registration record for Brian N. Hamel no longer listed an affiliation with Ameritas Advisory Services, LLC. The records do not establish employment dates or current employment status.

Adviser affiliation records

The appendix lists all 2,339 affiliation records on 11/04/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 251–275 of 2339. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Brandon S. Bose658319511/04/2026updated
Brandon T. Whiteley749381411/04/2026updated
Brandon Zerio812117511/04/2026updated
Brandy S. Mohan522634411/04/2026updated
Branson Catalanotto795362611/04/2026updated
Brayden P. R. Ladue803469611/04/2026updated
Brenda L. Harris298905811/04/2026updated
Brendan Anderson835998011/04/2026added
Brendan M. Gilmore84051411/04/2026updated
Brendan M. Reiss813845611/04/2026added
Brendan Minter475442111/04/2026updated
Brendan P. Kerr696164811/04/2026updated
Brendan Shadle752847411/04/2026added
Brent E. Kassner502131911/04/2026updated
Brenton S. Luper668031811/04/2026updated
Breonni Gantlin679716411/04/2026updated
Bret B. Lomax212530211/04/2026updated
Bret W. Bell219606411/04/2026updated
Brett A. Shunkwiler495090511/04/2026updated
Brett Mayne679803911/04/2026updated
Brian C. Macdonald451159111/04/2026updated
Brian C. Weigand553899111/04/2026updated
Brian Chambers507558411/04/2026added
Brian D. Burns104087711/04/2026updated
Brian D. Immethun793228711/04/2026updated

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